TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$10.5M
3
+$9.74M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$9.55M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$7.38M

Top Sells

1
+$19.8M
2
+$14.5M
3
+$12.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.9M
5
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$7.78M

Sector Composition

1 Technology 4.17%
2 Financials 3.91%
3 Consumer Discretionary 2.86%
4 Healthcare 2.62%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9K ﹤0.01%
443
+193
827
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500
828
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134
+1
829
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186
830
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124
+1
831
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+500
832
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25
833
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214
834
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50
835
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1,875
836
$9K ﹤0.01%
60
837
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274
838
$9K ﹤0.01%
740
839
$9K ﹤0.01%
56
840
$8K ﹤0.01%
246
+44
841
$8K ﹤0.01%
60
842
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275
843
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200
844
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416
+5
845
$8K ﹤0.01%
28
846
$8K ﹤0.01%
75
847
$8K ﹤0.01%
615
848
$8K ﹤0.01%
111
849
$8K ﹤0.01%
96
850
$8K ﹤0.01%
47
+33
32 33
34
35 36